Find FCA registered Financial Advisers Near Me in CV12 0
We have found 637 relevant financial adviser firms within 30 miles of CV12 0. Showing page 5 of 43.
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The Heritage Financial Planning Partnership
- FCA reg no.
- 622662
- FCA authorised date:
- 01/07/14
The Heritage Financial Planning Partnership in Kenilworth provides expert, FCA-regulated financial advice on life and investment planning, pensions, and retirement, ensuring secure financial futures for their clients.- ✔1 Financial Adviser
- 🪧9.4 Miles
- 📍Kenilworth
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FINANCIAL DESIGN (INDEPENDENT FINANCIAL ADVISORS) LIMITED
- FCA reg no.
- 536994
- FCA authorised date:
- 01/07/11
Financial Design (IFA) Ltd is a trusted, FCA-regulated advisory firm in Kenilworth, providing personalised financial planning solutions in investments, life & pensions retirement advice.- ✔6 Financial Advisers
- 🪧9.4 Miles
- 📍Kenilworth
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Daniel Alexander Scott
- FCA reg no.
- 1028648
- FCA authorised date:
- 14/03/25
Based in Kenilworth, Daniel Alexander Scott is a trusted provider of personalised financial services including investments, pensions and financial planning. Known for his approachable style, he serves individuals and businesses alike.- ✔1 Financial Adviser
- 🪧9.8 Miles
- 📍Kenilworth
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Rachel Kerr
- FCA reg no.
- 1024924
- FCA authorised date:
- 24/01/25
Rachel Kerr, regulated by the FCA (1024924), is a Kenilworth-based financial services provider specializing in insurance, investments, and pension transfers. The firm offers tailored solutions focused on client empowerment and financial wellbeing.- ✔1 Financial Adviser
- 🪧10 Miles
- 📍Kenilworth
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Peter Sumner
- FCA reg no.
- 495740
- FCA authorised date:
- 09/07/20
Peter Sumner is an FCA-regulated financial firm based in Kenilworth, Warwickshire. They specialize in personalized financial advice, final salary pension transfers, and comprehensive financial planning for their Warwickshire clients.- ✔1 Financial Adviser
- 🪧10 Miles
- 📍Kenilworth
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Bridgegate Wealth Management LTD
- FCA reg no.
- 416964
- FCA authorised date:
- 07/12/04
Warwickshire-based firm, Bridgegate Wealth Management Ltd, offers FCA-regulated financial advice specialising in life and investment planning, pension advice, and personalised financial solutions to clients in Kenilworth and surrounding areas.- ✔3 Financial Advisers
- 🪧10.2 Miles
- 📍Kenilworth
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Warner Holt Financial Services Limited
- FCA reg no.
- 400020
- FCA authorised date:
- 05/04/04
Warner Holt Financial Services Ltd., based in Leicester, offers trustworthy life and investment advice, financial planning services, pension retirement advice, and final salary pension transfers across Leicestershire and beyond.- ✔1 Financial Adviser
- 🪧10.4 Miles
- 📍Leicester
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Home Matters Services LTD
- FCA reg no.
- 402226
- FCA authorised date:
- 23/11/04
Home Matters, based in Earl Shilton, offers expert financial planning and regulated advice in life investments and pensions retirement. With personalized financial solutions, they guide clients towards financial stability.- ✔2 Financial Advisers
- ✔1 Mortgage Broker
- 🪧10.4 Miles
- 📍Leicestershire
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Premier Independent Investments UK LTD
- FCA reg no.
- 186697
- FCA authorised date:
- 01/12/01
Regulated by the FCA, Premier Independent Investments UK Ltd provides tailored financial services including insurance, investments, retirement advice, and comprehensive financial planning throughout Warwickshire and surrounding areas.- ✔4 Financial Advisers
- ✔3 Mortgage Brokers
- 🪧10.4 Miles
- 📍Kenilworth
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Squirrel Financial Advice Limited
- FCA reg no.
- 943160
- FCA authorised date:
- 07/03/24
Squirrel Financial Advice Ltd, based in Nuneaton, offers client-focused financial services, specialising in life insurance, investments, and pensions retirement advice. Regulated by the FCA (943160), they provide personalised, effective financial planning.- ✔1 Financial Adviser
- 🪧10.5 Miles
- 📍Nuneaton
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Beats Financial Planning LTD
- FCA reg no.
- 778519
- FCA authorised date:
- 06/12/17
Beats Financial Planning Ltd is a trusted financial service provider in Sutton Coldfield and Warwickshire, offering comprehensive planning services including insurance, investments, retirement advice, and pensions.- ✔1 Financial Adviser
- 🪧10.6 Miles
- 📍Sutton Coldfield
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Oak Four Limited
- FCA reg no.
- 785589
- FCA authorised date:
- 01/11/17
Oak Four Limited is a FCA-approved financial institution near Tamworth, Staffordshire, offering trusted advice for life investments, pensions retirement and financial planning.- ✔2 Financial Advisers
- 🪧10.8 Miles
- 📍Tamworth
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Avon House
- FCA reg no.
- 209423
- FCA authorised date:
- 14/04/02
Sky is a Staffordshire-based, FCA-regulated financial firm providing tailored life investments, pensions, retirement advice, and more. Offering extensive regional coverage, they are dedicated to helping local families make strategic financial decisions.- ✔2 Financial Advisers
- 🪧10.8 Miles
- 📍Tamworth
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Clay Wealth Management Limited
- FCA reg no.
- 763537
- FCA authorised date:
- 02/11/16
Clay Wealth Management, a leading financial services firm, offers personalised planning for insurance, investments and pensions. Based in Market Bosworth, they prioritise client-focused advice for sound financial future.- ✔3 Financial Advisers
- 🪧11.1 Miles
- 📍Nuneaton
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Epsilon Mortgages Limited
- FCA reg no.
- 303543
- FCA authorised date:
- 31/10/04
Epsilon Independent Financial Solutions provides bespoke financial planning, life investments and retirement advice under FCA registration in Nuneaton, Leicestershire. Known for professionalism and personalised service, Epsilon is a reliable choice for financial wellbeing.- ✔1 Financial Adviser
- ✔1 Mortgage Broker
- 🪧11.4 Miles
- 📍Nuneaton
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